New feature

Introducing CRM Sync for Salesforce

The fastest and most convenient way to sync scores, signals, and data into Salesforce. Unlock the best of both platforms and shorten time-to-insight.

Joanna Huang

January 26, 2023

min read

Today’s companies juggle dozens of SaaS apps. Getting data across these apps often requires costly and time-consuming migrations. In Product-Led Sales, this means waiting on data teams to update Salesforce with product data.

This delay reduces sales effectiveness. Sales teams miss out on product intent signals. All of this costs you time and money.

Why we built CRM Sync

CRM Sync for Salesforce is the easiest way to provide access to Calixa’s product insights and scoring in Salesforce. Reps gain access to countless data sources and insights in a single place – all while minimizing requests to data teams. It also empowers RevOps to control their own destiny.

This feature fast-tracks the migration of PQL scores, user and account milestones, key usage metrics, and more into Salesforce. Syncs can be configured to run once or more times per day, so you are confident reps always have timely data to act on.

You can sync Calixa’s insights and any of your other connected data (such as Clearbit, Outreach, Stripe, etc.) into any standard or custom field within the Lead, Contact, and Account objects in Salesforce.

The result is smarter prospecting and better visibility across the two platforms. By automatically syncing data between Calixa and Salesforce, reps are armed with the most relevant and updated data to fuel pipeline and close more deals.

Common use cases

You can choose what you want to sync from Calixa and any of your connected sources into Salesforce. This includes Calixa-specific insights such as PQL scores and journey milestones. You can also add in basic usage metrics (e.g. number of users in an account) and customer fit data.

Here are some common ways reps use these insights in Salesforce: